Vosterra
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Engineered to
grow your most important relationships.

Effortlessly provide customized information to your clients on an individual level while gathering deep insights to anticipate their needs.



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Trusted by top firms & organizations

 

Connecting Investors Through Knowledge

Harvest launched Vosterra to provide our clients with a white label, custom-configurable, secure and compliant platform to maximize engagement with their most important relationships.

See how Vosterra "significantly enhanced the sales and marketing process" for a $13B Asset Manager.

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Our features harness qualitative client feedback and quantitative behavioral data.

Intelligent & Sophisticated Analytics

Intelligent & Sophisticated Analytics

Behavioral data clarifies what is resonating with your audience and what isn't

User data integrates with your Salesforce or HubSpot CRM

Intuitive Communications & Distribution Tools

Intuitive Communications & Distribution Tools

Customizable distribution and archiving

CMS supports videos, audio, images, text, presentations, MS Office, custom tags, and email sync

Advanced Security & Compliance Controls

Advanced Security & Compliance Controls

Hosted on enterprise capable T3+ data centers

Optional Blockchain integration for enhanced record keeping

Interface & Branding Features

Interface & Branding Features

Configured with your firm's logo

Domains are engineered to enable access from your website or from Harvest

Simple & Flexible User Experience

Simple & Flexible User Experience

Unlimited admins, users, data and storage

Mobile-friendly for 24/7 connectivity

Seamless Client Onboarding, Setup & Management

Seamless Client Onboarding, Setup & Management

Harvest's customer success team helps with setup and training

CRM integraton will connect your systems immediately

Request a Demo